Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

Westpac Pers Sup Bd Growth Plus

Retail

Fund Report | Report generated 25 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Westpac Pers Sup Bd Growth Plus
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 12.37 9.12 0.96 5.66
+/- Cat -1.85 -1.74 1.04 -1.49
+/- Index -4.40 -5.77 -1.81 -2.37

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.91 -0.19 -1.07 120 / 189
3 Month 3.24 -0.40 -1.75 124 / 189
1 Year 5.59 -1.52 -3.66 135 / 185
3 Year 6.14 -0.54 -3.27 108 / 170
5 Year 10.23 -0.78 -4.11 110 / 167

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.09 7.79 8.72
Sharpe Ratio 0.56 0.58 0.82
R-Squared 95.13 90.68 --
Beta 0.79 0.85 --
Alpha -1.7 -1.64 --

Fund Details

Fund Inception 01 Oct 1992
Responsible Entity Westpac Life Insurance Services Limited
Fund Manager Westpac Life Insurance Services Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2015)
4.97
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 41.782
International Equity 26.205
Listed Property 6.058
Unlisted Property 0.000
Domestic Fixed Interest 3.938
International Fixed Interest 7.821
Cash 3.302
Other 10.894

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Jan 2017

APIR Code APC0435AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 5.8781
Exit Price $ 5.8196
Exit Price
1 Week Change $
-0.0432

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 1.0050

Annual

ICR pa (30 Jun 2015) 1.1474
Max Management Fee pa 0.93%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000